Joule Financial’s Uber UBER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,664
| Closed | -$1.43M | – | 114 |
|
|
2024
Q4 | $1.43M | Buy |
23,664
+729
| +3% | +$44K | 0.5% | 28 |
|
|
2024
Q3 | $1.72M | Sell |
22,935
-2,497
| -10% | -$188K | 0.63% | 23 |
|
|
2024
Q2 | $1.85M | Buy |
25,432
+3,648
| +17% | +$265K | 0.75% | 19 |
|
|
2024
Q1 | $1.68M | Sell |
21,784
-2,822
| -11% | -$217K | 0.69% | 21 |
|
|
2023
Q4 | $1.51M | Sell |
24,606
-1,083
| -4% | -$66.7K | 0.7% | 18 |
|
|
2023
Q3 | $1.18M | Sell |
25,689
-971
| -4% | -$44.7K | 0.6% | 24 |
|
|
2023
Q2 | $1.15M | Buy |
26,660
+7,724
| +41% | +$333K | 0.59% | 24 |
|
|
2023
Q1 | $600K | Buy |
18,936
+3,343
| +21% | +$106K | 0.32% | 42 |
|
|
2022
Q4 | $386K | Buy |
15,593
+4,021
| +35% | +$99.4K | 0.26% | 53 |
|
|
2022
Q3 | $307K | Buy |
11,572
+241
| +2% | +$6.39K | 0.23% | 63 |
|
|
2022
Q2 | $232K | Buy |
+11,331
| New | +$232K | 0.18% | 66 |
|